Carol Masser

All right, so let's go to Salesforce.

We do want to bring in our Anurag Rana, Senior Technology Analyst at Bloomberg Intelligence.

He's in Chicago.

Shares of Salesforce, Anurag, are down about 4.5% in the aftermarket.

Some of the red headlines that we crossed on the Bloomberg show.

Company, in terms of the outlook, sees first quarter revenue of $11.03 to $11.08 billion.

That's above the street estimate of $10.99 billion.

Also increasing its share buyback authorization to $50 billion.

Walk us through, because this company has certainly been under a lot of pressure.

It's down about 50% since late 2024.

You know, the narratives have been so interesting on AI, as you really well know.

Looking at names like Snowflake down about 1.3% here in the aftermarket.

We're talking about Salesforce and that stock.

Just a real quick rehash here on the Bloomberg.

We're seeing that stock still down about 4.5% here in the aftermarket.

And then, of course, you've got NVIDIA up about 2.3%.

You put out some great research this week, Anurag, you and the team, about the haves and have-nots in AI disruption.

What do we need to know at this point, especially when everyone says, folks, we're still early in on this.

We don't really know how it all plays out.

Hey, final question here on Salesforce, just going back as we watch this stock down 4.6%.